Retirement Consultant
LPL Financial · Charlotte, North Carolina, US
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation.
Job description
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The Retirement Consultant serves as a strategic retirement plan specialist and key driver of Advisor engagement within LPL Financials Retirement Partners organization. This role blends deep ERISA and Non‑ERISA expertise with strong consultative sales capabilities to accelerate advisor adoption of retirement partners solutions, drive departmental NNA growth, and advance enterprise AUA objectives. Responsibilities: Acting as a trusted advisor, the Retirement Consultant provides differentiated practice‑management support that enhances advisor capability, improves plan sponsor and participant outcomes, and strengthens client loyalty. This individual will influence advisor behavior, champion platform utilization, and help scale retirement practices across LPL’s independent advisor ecosystem. Consultative Sales & RP Program Adopti...